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It includes the full range of work required to run your email program on an ongoing basis. For most clients that means campaign production, HTML builds, platform management, audience segmentation, QA, deployment, deliverability monitoring, and direct communication with your team throughout. Strategy is embedded in the work, not billed separately. The exact scope is shaped by what your program needs.
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Both, depending on what the engagement requires. Most clients come to us for full-service management, meaning Vertex runs the operational work end to end. Some clients need a more targeted engagement focused on a specific problem — a platform migration, an audit, or operations support for a particular service line. We scope the work to fit the situation.
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We work across HubSpot, Salesforce Marketing Cloud, iPost, Braze, ActiveCampaign, Klaviyo, Iterable, and Marketo, among others. We are platform-agnostic and experienced across the platforms most commonly used by associations, membership organizations, and retention-driven businesses. If you are on a platform not listed here, ask us. Chances are we have worked in it.
FAQs
Questions We Hear Most
Straight answers about how Vertex works, what we do, and whether we're the right fit.
Services and Scope
Fit and Process
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Our primary focus is associations, membership organizations, publishers, nonprofits, and subscription or recurring revenue businesses — organizations where email is the infrastructure of the relationship, not just a campaign channel. We also work with retention-driven businesses outside these categories where lifecycle marketing is central to how they keep customers. We do not do new customer acquisition or cold email programs.
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We integrate directly with your team and your existing workflows. Most clients communicate with us through their standard tools — email, project management platforms, shared calendars. We attend the syncs that matter, document everything, and build our coverage around your calendar. You should feel like we are an extension of your team, not a vendor you have to manage.
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We learn your program the way an internal team member would — your audience, your systems, your preferences, your stakeholders. Over time we often know the details of a client's program as well as, or better than, they do internally. That is intentional. The goal is for your team to be able to trust that the program is running without needing to track it down.
Engagement and Logistics
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We work off your marketing calendar and intake process. Clients submit campaign briefs with copy, assets, audience criteria, and deployment dates within an agreed lead time. We build, QA, and send tests to the appropriate stakeholders before any send goes out. We include a defined number of revision rounds, and all approvals are confirmed before deployment. The specifics are set up at the start of each engagement based on how your team works.
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We track and report on the metrics that matter for your program — delivery rates, open rates, click rates, click-to-open rates, unsubscribe rates, spam complaint rates, and conversion data where it is available. We also assess list health over time. What we measure and how we report it is set up at engagement start and aligned with how your organization defines success.
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Compliance is built into how we operate. We manage opt-out processing, suppression list maintenance, unsubscribe handling, and bounce management as standard parts of the work. We review authentication setup — SPF, DKIM, and DMARC — as part of any engagement that includes platform management. If your program has specific regulatory requirements, we address those during scoping.
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We handle all three as part of standard operations. Unsubscribes are processed promptly and suppression lists are maintained to keep your sending reputation clean. Complaint rates are monitored and flagged if they move outside acceptable thresholds. Bounces are categorized, acted on, and used to keep your list healthy over time. These are not afterthoughts. They are part of running a program correctly.
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Yes. ESP migration is one of our four core service lines. We manage platform transitions end to end, including data migration, automation rebuilds, authentication configuration, and deployment continuity throughout the process. If your situation involves a platform integration rather than a full migration, we scope that as part of the engagement.
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